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VSR Financial Services’s Universal Electronics UEIC Stock Holding History

VSR Financial Services’s Portfolio UEIC Stock Details UEIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-4,020
Closed -$261K – 600
2014
Q4 		$261K Buy
+4,020
New +$231K 0.03% 460

Other funds holding UEIC

EAM
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WSC
Wellington Shields & Co New York $392M AUM 30.65% 1-Year Est. Return
FMA
Fiduciary Management Associates Chicago, Illinois $1.53B AUM 4.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VSR Financial Services's UEIC Position: Q1 2015 in Review

VSR Financial Services sold out of Universal Electronics (UEIC) in Q1 2015, closing a stake of 4,020 shares — an estimated $261K sold.

VSR Financial Services first reported a position in UEIC in Q4 2014 and held it in 1 quarter. The position peaked at $261K in Q4 2014. 150 funds tracked by Wall St. Rank hold UEIC as of Q1 2015.

  • VSR Financial Services reported no remaining Universal Electronics position as of Q1 2015 after selling out during the quarter.
  • VSR Financial Services sold 4,020 Universal Electronics shares in Q1 2015, an estimated $261K.
  • VSR Financial Services first reported a position in Universal Electronics in Q4 2014 and held it in 1 quarter.
  • VSR Financial Services's Universal Electronics position peaked at $261K in Q4 2014.
  • 150 funds tracked by Wall St. Rank held Universal Electronics as of Q1 2015.

Based on VSR Financial Services's 13F filing for Q1 2015, filed 13 May 2015.